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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,775 | $142,409-91.7% | $119,634-90.2% | $134,545-91.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -93.01% | -12.46%-80.6pp | -14.98%-78.0pp | 418.37%-511.4pp |
| Employer contribution / active EE | $3,550 | $5,224-32.0% | $4,232-16.1% | $4,742-25.1% |
| Participant deferral / active EE | $11,122 | $6,468+72.0% | $5,601+98.6% | $6,401+73.7% |
| Admin fee / account holder | $8 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |